In this video, you’ll learn step by step how to create a Saved Search in NetSuite to track Customer Unapplied Payments. This is a useful report for accounting and finance teams who need better visibility into customer balances, unapplied cash, and reconciliation issues.
🔍 What you’ll learn:
- What Customer Unapplied Payments are in NetSuite
- Which record type to use for the saved search
- How to set the correct criteria and filters
- Which results columns to include for clear reporting
- Tips to avoid common mistakes and ensure accurate data
💡 This saved search helps you:
Support month-end and audit processes
Identify unapplied customer payments quickly
Improve AR cleanup and reconciliation